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Form Wealth Advisors, LLC CRD 326519
$1.06B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
431 Geneva National Ave S, Lake Geneva, WI 53147-4881 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-20 |
| WI | RA | APPROVED | 2024-07-24 |
Branch Locations
431 Geneva National Ave S, Lake Geneva, WI 53147-4881 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Form Wealth Advisors | Lake Geneva | WI | 07/2021 | 07/2024 |
| Grand Geneva Resort & Spa | Lake Geneva | WI | 03/2020 | 06/2021 |
| Geneva National Resort & Club | Lake Geneva | WI | 08/2015 | 03/2020 |
| Raymond James Financial Services, Inc. | Lake Geneva | WI | 10/2021 | 09/2024 |
| Raymond James Financial Services Advisors, Inc. | Lake Geneva | WI | 12/2021 | 09/2024 |
| Form Wealth Advisors, Llc | Lake Geneva | WI | 07/2024 | Present |
| Raymond James | Lake Geneva | WI | 07/2021 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-16 |
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